Pension Operations Advisory Content

  [26522] September 26, 2012 TO: PENSION MEMBERS No. 32-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 26-12 RESEARCH COMMITTEE No. 10-12 RE: INSTITUTE RELEASES AD HOC SURVEY OF SIMPLE IRAS AS OF JUNE 30, 2012   The Institute recently surveyed certain of its members in a continuing...

[26494] September 10, 2012 TO: PENSION COMMITTEE No. 27-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 25-12 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, OCTOBER 2, 2012   The  joint meeting of the Pension and Pension Operations Advisory Committees will...

[26395] August 14, 2012 TO: PENSION COMMITTEE No. 26-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 24-12 RE: INITIAL 408(b)(2) SUMMARY GUIDE WORKING GROUP CONFERENCE CALL SCHEDULED FOR AUGUST 23, 2012 AT 3:00 PM ET   Given the positive response the Institute received regarding the...

[26356] July 31, 2012 TO: PENSION COMMITTEE No. 25-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 23-12 RE: DOL WITHDRAWS CONTROVERSIAL FAQ-30   We are pleased to report that the Department of Labor (“DOL”) rescinded FAQ-30 of Field Assistance Bulletin (“FAB”) 2012-02 [1] and re...

[26307] July 17, 2012 TO: PENSION COMMITTEE No. 22-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 22-12 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE CONFERENCE CALL -- TUESDAY, JULY 24, 2012 AT 3:00 PM, ET   The joint conference call of the Pension and Pension Operations...

[26305] July 16, 2012 TO: PENSION COMMITTEE No. 21-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-12     RE: UPDATE ON ACTIVITIES IN RESPONSE TO FAQ-30   We would like to give you an update on our efforts to resolve issues arising from FAQ-30 of Field Assistance Bulletin (“FAB”) 2012...

[26299] July 12, 2012 TO: PENSION COMMITTEE No. 20-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 20-12 RE: DOUG KANT -- NEW PENSION/PENSION OPERATIONS ADVISORY COMMITTEE CHAIR    I am pleased to announce that Douglas O. Kant, Senior Vice President and Deputy General Counsel, Fidelity...

ACTION REQUESTED [26270] June 27, 2012 TO: PENSION COMMITTEE No. 19-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 19-12 RE: ICI DRAFT COMMENT LETTER TO DOL ON THE SEC TDF STUDY -- COMMENTS REQUESTED BY FRIDAY, JUNE 29, NOON   Attached for your comments is a draft comment letter to the...

[26188] May 25, 2012 TO: PENSION COMMITTEE No. 18-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 18-12 RE: JOINT PENSION AND PENSION OPERATIONS ADVISORY COMMITTEE MEETING, TUESDAY, JUNE 5, 2012 -- PRELIMINARY AGENDA ATTACHED   The joint meeting of the Pension and Pension Operations...

  [26184] May 23, 2012 TO: PENSION COMMITTEE No. 17-12 PENSION OPERATIONS ADVISORY COMMITTEE No. 17-12 SEC RULES COMMITTEE No. 33-12 SMALL FUNDS COMMITTEE No. 16-12 ADVERTISING COMPLIANCE ADVISORY COMMITTEE No. 13-12 529 PLAN ADVISORY COMMITTEE No. 3-12 BANK, TRUST AND RETIREMENT...